In this post I’m sharing a FREE 16 page Planner for Goal-Setting and Organizing in the New Year. I’ve decided that 2016 is going to be a big year for breakthroughs and it’s going to require that I get organized and start planning now.
Since I’m in the midst of setting my own goals and planing the action steps to make those goals happen, I thought I’d share with you my FREE 16 page Planner for Goal-Setting and Organizing. I kept the design very simple. I didn’t want the design to eat through tons of printer ink and I wanted to ensure that nothing distracted me from planning and organizing our family activities; and my goals and projects for HappyandBlessedHome.com.
This planer has everything you need for an entire year of planning (140+ printed pages). It includes:
- Goals Master List
- Goal Planner*
- Actionable Steps
- Password Tracker
- Month at a Glance (24 pages – printed)
- Week at a Glance (104 pages – printed)
- Birthdays and Events
- Project Master List
- Project Planner*
- Weekly Menu Planner
- Shopping/Grocery List
- To Do List
- 2016 Year at a Glance Calendar
Click Subscribe Here to Download your FREE Copy.
I’ve designed this planner to be perpetual – I left it non-dated so that it can be used starting any time of the year. *Plus, the goal planner and project planners are based upon two decades worth of work experience in corporate America. These templates helped me on countless projects at the office and they can be used to help anyone working from home, our someone who is organizing a household project.
Want to Make it Beautiful?
I go a little crazy over beautiful paper products. Check out these gorgeous binders for your planner plus the ever-vital “Ready Index” with tabs for January through December. I like my tabs in rainbow colors. I’ve included some links to my top binder pics — just click the image to buy online on Amazon. Plus, you may want to get a durable 3-Ring Hole Punch. Now you can add anything to your planning binder! These are affiliate links – thanks for your support and for being a fan. 😉
This planner is flexible and customizable. I added some gorgeous watermarked floral designs in light fuchsia to add elegance and sophistication. You could download each jpg individually but enlarging them will cause pixelated graphics. It’s best to Subscribe Now to download your free copy.
Planing Page #1: Setting Goals in the New Year
This “Goals Master List” is something I put together to help me track my goals in one place. By keeping one place to track my running list, I can add a new goal when it pops into my head and I don’t have to worry about forgetting about it later. On this planning worksheet, I’m not going to “plan” how to meet the goal just yet – I’m just capturing the idea and jotting down a note or two about the status quo (now) and where I’d like to be (desired). This is not a “To Do” list – that comes later.
In the “#” column you can opt to either number your goals or rank them according to priority. I like the ranking idea best as it will help me stay on top of the most important goals first. You’ll also notice that the “timeframe” for the goal sheet is wide open. You may need to go back and redo this list every month, or once a quarter. Sometimes waiting to set goals annually doesn’t provide enough motivation to reach the next level in our goal setting and achieving processes. Re-look at your goals as often as needed to ensure you stay on track.
The done column on the worksheet is for when I’ve met the goal – who doesn’t love putting a check mark in the “done” box?
Planning Page #2: Goal Planner
I’m using a Goal Planner worksheet for each goal that needs an individual plan. I’m trying to create goals that are SMART – specific, measurable, achievable, results-focused, and time- bound. In most cases I’m the champion for the goal (meaning I’m the responsible individual) but sometimes I work with others on my blogging projects and I might need to assign or delegate some goals or tasks to others to make sure everything gets done.
I think it’s important when setting goals to capture the current status and brainstorm the “desired state” or where you want to go. I think it’s also important to identify people who can help, and jot down any resources.
I added a column for “delegate” to remind me not to try and take on the world, but that sometimes I need to delegate certain tasks. For instance – one of my goals might be to organize the garage this year, and one of the actionable steps would be to declutter the top shelves. I would delegate the task to my husband since he’s much taller and stronger than I am, and he would be better able to remove boxes from the top shelves of the garage.
Planning Page #3: Goal Planner Actionable Steps Continued
Now, I created a second page for actionable items or projects to attain the goal because some goals for the New Year can be BIG. Cleaning out my garage would be a big goal. I may need to break down the task into projects and then list those projects in support of achieving the goal. For instance – cleaning out the laundry room in our garage would be a project in itself. The project would have a long list of action items like: condensing laundry detergent boxes, getting rid of expired cleaners, vacuuming out the dryer vent, etc., and I’d want to do it in phases – a little each week would make it more manageable. Once you start to think about the overarching impact of a goal, break it goal down into manageable pieces. This will allow you to tie a timeframe to the goal and help you see progress along the way.
Planning Page #4: Password Tracker
As a blogger, I’ve a long list of sites that each have their own usernames and passwords, but I think every family can benefit from a password tracker – especially if more than one person uses the computer. You may want to print one of these out for each individual using the computer, or you can create a family password tracker and keep everyone’s passwords in one centralized location.
Planning Pages #5 & #6: Month at a Glance
I am definitely a Month-at-a-Glance kind of girl when it comes to planners. I love to see the entire month laid before me so I can plan kids’ activities, travel, doctor’s visits, date nights with my husband, and projects.
Click Subscribe Here to Download your FREE copy of this entire 16 Page FREE printable Pack.
Planning Page #7 & #8: Weekly Appointment Calendar
Would you like to know where all your time goes? Use a daily planner that tracks your hourly activities. This Weekly Appointment Calendar could be used to jot down upcoming appointments, or you could use it to track how much time you’re spending on various tasks. It might be helpful to know if you’re spending two hours cleaning up after small children each day – it may mean that more intentional time needs to be spent on training them to pick up after themselves (I speak from personal need) so that the task of cleaning up kid’s toys can be delegated to them.
Spend the first week using the planner to track how you spend your time, then try to develop new habits to help you spend your time in more productive and time-effective ways.
Planning Page #9 – Birthdays and Events
Since we just finished with a monthly and weekly calendar, this form helps to track birthdays and significant events. As the Month-at-a-Glance is perpetual, you’ll want to go in and add holidays and birthdays before you start planning each month. If you like to send cards or make calls for birthdays or anniversary, I added a check box to help keep track of when contact has been made.
Planning Page #10 – Contacts
Now, in this modern age, many of us use our cell phones to track names, addresses, e-mails and phone numbers. But I can’t tell you how many times a list list this has been essential for grouping people together for a common purpose. For example: a Christmas card list, a list of invitees for a birthday party, a list of women for a women’s retreat, etc. You can use this as a traditional address book and make one for each letter of the alphabet OR you can use it to track names and addresses for Christmas cards. Just print and fill in as many copies as you need. That’s the beautiful thing about a customizable planner. You get to decide what to include and what to leave out.
Planning Page #11 & #12 – Master Project List and Project Planner
The Master Project List and Project Planning sheets are similar to the Goal Setting and Goal Planing sheets but they are intended for a different purpose. A goal will likely be supported by many projects. Once you decide what your goals are for the year, the quarter, or the month, draw up some project plans to help you achieve your goals. For any project to happen, you still need to make it time bound. So, pick a timeframe and look at your calendar. Select the dates and times you want to work on the project and set aside time to work on it. If you don;t set aside the time, it will be almost impossible to complete your project. If you can’t work on your projects, you won’t be able to meet your goals. You want to establish a rhythm and a work flow to your weekly and daily schedules to include time for work, time for chores, time for play, and time for rest. As you practice planning an implementing, you’ll find greater balance for work, chores, rest and play along the away.
Planning Page #13: Weekly Menu Plan
In my family, I’m the primary source for all things related to meals, so a weekly Menu Plan helps me think ahead and frees up mental energy so I don’t have to worry about what’s for dinner in the coming week. I’ve found it easiest to create this Menu Plan on a Sunday evening and shop for what I need on Mondays. Tip: Always shop your pantry, fudge and freezer first. You’ll save time and money by ensuring that things are used when they’re at their freshest and you’ll avoid throwing away costly goods before they expire.
Planning Page #14: Groceries
Once you’ve shopped your pantry, fridge and freezer, review your menu plan and determine what you need to pick up at the store. I’ve staged “Groceries” on the left for this planning sheet, but I’ve also left ample room on the right for making a list of household items, store names and miscellaneous shopping needs.
Planning Page #15: To Do List
Have phone calls you need to return? Things to ship or bills to mail? Keep everything on the “To Do” list and check them off once complete. You canker a running To Do list or create one for every day of the year. It’s entirely up to you in this perfectly customizable planner.
Planner Page #16: Year at a Glance
To help you set dates for the year, I’ve included this year-at-a-glance calendar for 2016. Print it off and keep it handy as you plan your weeks and months in the New Year!
Click Subscribe Here to Download your FREE copy of this entire 16 Page FREE printable Pack.
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How do you plan ahead?
Do you have any special goals or plans for the future? How do you plan ahead? Is there anything you’d like to see in this printable planner? Please leave a comment below and join the conversation. I love hearing from my readers!
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